Daniel Newman
@danielnewmanUV
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CEO @TheFuturumGroup @FuturumEquities | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Dad x3 | Disclosures👇
Austin, TX
Joined December 2010
Almost every part of the AI supply chain is constrained. Energy being the most constrained. This is why names like $IREN and $CIFR have become front and center. 💪🏻
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The dollar ain’t what it used to be. 😬
40% of those earning over $300k are living paycheck to paycheck, per Goldman Sachs, $GS.
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GPU vs. TPU debate is stupid…The Redux 👏🏻
New oped on Forbes putting the GPU vs. TPU vs. XPU debate to bed once and for all. AI is all hands on deck. 👏🏻🚀
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We don’t have even close to enough energy to support the AI revolution. The USA needs to champion nuclear and ideally we achieve clean fusion at scale by the start of the next decade.
Howard Lutnick: We need to have a nuclear arsenal in America, a power, generation of power
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So…about that whole $NVDA is over because of TPU. Glad that passed. 😏
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$AAPL has an AI era talent problem…unimaginable 10 years ago.
BREAKING: Apple’s chip chief Johny Srouji informed CEO Tim Cook he is seriously considering leaving the company and would likely continue his career elsewhere rather than retire. Apple is urgently pushing to keep him. He remains at least for now.
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Saturday is for $CIFR level pumps and good vibes and AI 😂👏🏻🔥
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Didn’t really think $SOFI would get it in 2025. So no real surprise. But $CVNA? Really? A car vending machine company? JHFC… 😂
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I confess…this is me 😂
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While we are busy talking datacenters and agents... The trillions of dollars of TAM for Physical AI will come sooner than most think.
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$HIMS bears will be wrong. It may take some time but frictionless personalized medicine at scale is the future. 👏🏻🚀
🚨 BREAKING: $HIMS ACQUIRES CANADIAN TELEHEALTH "LIVEWELL" - Acquisition accelerates launch of $HIMS in 🇨🇦 - Livewell has a focus on weight loss but also offers birth control, acne, ED, and smoking cessation products - Hims and Hers have acquired .ca domains
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Spent the week at $AMZN re:Invent. More convinced than ever that we are at the earliest phase of AI and that we are constrained in every area meaning there is almost a 0% chance we are in a bubble at this point. Chips, memory, storage, etc. All constrained and everything being
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And $SOL … but yeah. Mostly shitcoins. 🙂
JUST IN: Shark Tank's Kevin O'Leary says "most of these altcoins, what I call poopoo coins, are done." "Only Bitcoin and Ethereum will survive."
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The source… 😬😆
Microsoft $MSFT is reportedly talking with Broadcom $AVGO about co-designing chips for its data centers, potentially shifting that business away from Marvell $MRVL (per The Information, citing one person involved)
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Didn’t really think $SOFI would get it in 2025. So no real surprise. But $CVNA? Really? A car vending machine company? JHFC… 😂
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Not AI… 🙃
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$VKTX up 10% and now only undervalued by ~$100 bucks a share… 😏
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$CRM is one enterprise app. Agents already generating 3+ TRILLION TOKENS. LLMs are a parlor trick. 95% of the world’s data sits behind a firewall and enterprise AI is in its earliest days. You are not bullish enough about AI. Period. 💪🏻🚀
Salesforce FY26 & Q3 Growth & Agentforce >3.2 Trillion Tokens! Salesforce Growth: FY26 $41.55B (Guidance) FY25 $37.9B FY24 $34.9B 2023 $31.4B 2022 $26.5B 2021 $21.3B 2020 $17.1B 2019 $13.3B 2018 $10.5B 2017 $8.4B 2016 $6.7B 2015 $5.4B 2014 $4.1B Salesforce Operating Cash
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100% Rate Cuts coming. It was always going to happen…😬
U.S. small businesses shed 120,000 jobs in November, the steepest decline since May 2020, per ADP
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MIT created hysteria that 95% of AI has no ROI. Follow up: 😆👇
A MIT study has found that AI can already replace 11.7% of the US work force, per CNBC
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